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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,282 | $95,975-65.3% | $74,549-55.4% | $135,379-75.4% |
| Participation rate | 81.0% | 75.7%+5.3pp | 69.1%+11.8pp | 82.6%-1.7pp |
| Annual return | 10.34% | 56.96%-46.6pp | 32.53%-22.2pp | 519.79%-509.4pp |
| Employer contribution / active EE | $811 | $2,716-70.2% | $1,961-58.7% | $4,779-83.0% |
| Participant deferral / active EE | $2,145 | $3,844-44.2% | $3,108-31.0% | $5,609-61.8% |
| Admin fee / account holder | $436 | $6,522-93.3% | $5,059-91.4% | $10,828-96.0% |